Is this the start of a period of European exceptionalism in markets?
歐洲市場是否開啓了「例外主義」時期？

The very tight rein in all aspects of policy — fiscal, monetary and regulatory — is easing
華德：以歐元計價，MSCI歐洲指數自年初以來上漲9%，同期標普500指數下跌9%。投資者開始質疑：風向是否正在轉變？

更新於2025年3月20日 20:32 摩根大通歐洲、中東和非洲首席市場策略師凱倫•華德爲英國《金融時報》撰稿

The writer is chief market strategist for Europe, Middle East and Africa at JPMorgan Asset Management